---
schema_version: "1"
id: 2f8f1b162d140e0715121cfd90337acbf466f3288e582e04f0d1c834a7456e9a
title: Create or Edit a Data Mask Configuration
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/data_mask_create_masking_config.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.data_mask_create_masking_config.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 06d503d04971d86241721d81d8fd4c1d8f8d03962965565e622130b27e811ca0
description: You can configure the masking process in one of two ways. Configure it in production, then when a sandbox is created or refreshed, the configuration appears in the sandbox. Or, configure the masking process in an existing sandbox.
products:
  - Salesforce Platform
release: "264"
---
# Create or Edit a Data Mask Configuration

You can configure the masking process in one of two ways. Configure it in production, then when a sandbox is created or refreshed, the configuration appears in the sandbox. Or, configure the masking process in an existing sandbox.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with the Salesforce Data Mask managed package (Legacy) add-on license.</td></tr></tbody></table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-deploy_sandboxes-264-0-0-production-enus/654e51d1-6795-49fe-bd43-b5385950cf4a/images/icon_note.png)

Note This content relates to the Data Mask managed package. Read about Accelerate and Anonymize in [Own from Salesforce](https://help.salesforce.com/s/articleView?id=platform.own_from_salesforce.htm&type=5&language=en_US).

A user must have view access on objects to configure masking and modify access on objects and related fields to mask. A particular field may not be available for masking because of its type. External objects, platform events, and BigObjects are not supported.

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-deploy_sandboxes-264-0-0-production-enus/654e51d1-6795-49fe-bd43-b5385950cf4a/images/icon_important.png)

Important Choose the objects and the masking type to apply to its fields carefully. The choices that you make determine the speed of data mask completion.

1. To create a masking configuration and select which data to mask, go to the App Launcher and click the **Data Mask** app. You can edit or clone a previously saved masking configuration or start from scratch.
2. On the Configurations tab, select **New Configuration** to open the new configuration page.
3. Give this configuration a name to help you remember its purpose (no special characters or spaces are allowed), and describe its use or test. Then click **Continue**.
4. Click **Add Object and then Add Object from the Objects section.**
5. From the list of all standard and custom objects in your production org, select any objects that contain sensitive data that you want to mask and click **Confirm.**
6. From the Objects panel, select an object to modify. For each selected object, configure the masking rules for each of its fields.
    
    ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-deploy_sandboxes-264-0-0-production-enus/654e51d1-6795-49fe-bd43-b5385950cf4a/images/icon_important.png)
    
    Important Checkbox, lookup, and picklist field types aren’t supported.
7. Adjust the Org-Level and Scheduled Run settings. Your configuration runs manually by default.
8. To add a masking type, select the object and then choose a data categorization type and data filter for each field. Refer to Supported Data Mask Types for reference.
9. To edit an existing mask, click **Edit** from your masking configuration.
10. To delete an existing mask, click **Delete** from your masking configuration.
11. To manually run an existing mask, click **Run** and select **Confirm**. Or, set the mask to run on a schedule so that it starts automatically.

- **[Org-Level Settings](https://help.salesforce.com/s/articleView?id=platform.org_level_settings.htm&release=264.0.0&type=5)**  
    Configure Org-Level settings for data masking outside of Objects and Fields.
- **[Set Filter Criteria](https://help.salesforce.com/s/articleView?id=platform.data_mask_record_filtering.htm&release=264.0.0&type=5)**  
    Target specific data records for masking to meet business requirements and security goals.
- **[Set Masking Rules](https://help.salesforce.com/s/articleView?id=platform.set_masking_rules.htm&release=264.0.0&type=5)**  
    Set masking rules for standard and custom objects in your sandbox org.
- **[Schedule Data Mask Jobs](https://help.salesforce.com/s/articleView?id=platform.data_mask_scheduled_run.htm&release=264.0.0&type=5)**  
    Decide whether to set a scheduled start with a repeating frequency or continue to run your mask with the manual default.

#### See Also

- [Supported Data Mask Types](https://help.salesforce.com/s/articleView?id=platform.data_mask_masking_types.htm&release=264.0.0&type=5 "Data masking types are supported on these objects.")